Author is bullish on MU, citing increased CAPEX, margin expansion, and leadership in the US, and recommends buying the dip.
MU — LONG The author argues MU is increasing CAPEX significantly and shifting from a volume game to a volume plus price game, with margins expanding. They see MU leading in the US and recommend buying the dip. The main risk is not specified.
Company is increasing its CAPEX by a lot more and previously it was a volume game only for storage stocks. Looking at the increase in margins, it’s a volume + price game, and MU is leading the way in the US. Take advantage of the dip today, and load up!!
This Reddit post, published February 04, 2026, features u/Slight-Welcome2436 discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Slight-Welcome2436 · Tickers: MU